2021 Investor Day
Simplify the operating model and front-to-back processes
Priorities
Invest in digitalization and
automation of operating model
Consolidate and leverage
technology assets across geographies
Enhance risk management and
controls in global processes
Streamline onboarding journey with
fewer steps and faster turnaround
Target state
Higher front office productivity with
more time for client advisory
Cost efficiency enabled by a scalable,
global technology platform
Strong risk management and controls
enabling sustained quality growth
Better client experience right from
the start
Example medium-
term aspirations
2x
share of
fully digital
onboardings
75%
of workflows to
be digitalized
1 Volume-weighted
CREDIT SUISSE
2021 Investor Day
November 4, 2021
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